Users can access the AutoPencil by clicking the calculator icon in the main navigation, using the AutoPencil tab on the customer record, or they can click the AutoPencil option under the vehicle of interest that needs to be worked.
Creating the Pencil
Access the Pencil tool by using the options listed above.
Fill out the necessary information in the gray bar at the top of the Pencil.
If the vehicle is not selected, the user will need to manually enter the information like MSRP, allowance, etc. in the appropriate fields.
In order to access the AutoPencil feature in the system, users must have the AutoPencil permission for the main navigation and for the customer card “hide AutoPencil” must be unchecked.